LA

Legacy Advisors Portfolio holdings

AUM $931M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$923M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$4.99M
3
+$2.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.27M
5
AMZN icon
Amazon
AMZN
+$2.24M

Top Sells

1
+$27.8M
2
+$1.03M
3
+$749K
4
FTNT icon
Fortinet
FTNT
+$583K
5
QCOM icon
Qualcomm
QCOM
+$566K

Sector Composition

1 Technology 26.26%
2 Industrials 13.73%
3 Healthcare 8.09%
4 Financials 7.42%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$686K 0.07%
12,890
+2,310
202
$685K 0.07%
5,655
+513
203
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16,877
-748
204
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22,898
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205
$674K 0.07%
1,414
+146
206
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+2,333
207
$670K 0.07%
7,911
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208
$667K 0.07%
36,196
209
$661K 0.07%
29,010
210
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5,622
+577
211
$658K 0.07%
6,427
-30
212
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1,254
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213
$648K 0.07%
38,558
+10,749
214
$640K 0.07%
1,098
+18
215
$637K 0.07%
24,645
-988
216
$632K 0.07%
2,332
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217
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27,098
+12,644
218
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+1,614
219
$613K 0.07%
+16,763
220
$609K 0.07%
1,145
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221
$609K 0.07%
14,502
222
$598K 0.06%
5,739
+794
223
$596K 0.06%
11,512
+1,736
224
$586K 0.06%
2,547
+176
225
$585K 0.06%
8,719
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9
10 11